Private Trust CO Na Dimensional ETF Tr U S Target Transaction History
Private Trust CO Na
- $1.07 Billion
- Q3 2025
A detailed history of Private Trust CO Na transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Private Trust CO Na holds 7,548 shares of DFAT stock, worth $429,858. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,548
Previous 7,333
2.93%
Holding current value
$429,858
Previous $395,000
11.14%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
801Shares Held
173MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$803 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$282 Million4.76% of portfolio